Accountant: An accountant is an individual who performs accounting tasks for individuals or companies. The exact material that an accountant handles varies depending on the size of the company and the accountant's specialization, but generally includes financial records, taxes, and responsibility for the issuing of financial reports.
Banker: They help you with your initial banking requests (for example: open a savings/ cheque account, process your loan application).
Broker: t's a sales job.You need to bring in money to the company. You get your clients and trade their money.They also buy and sell stocks and bonds. A stock broker's main job is to gather assets and open new accounts. They are essentially a sales person that has to sell stocks for a living.
Credit Counselor: Credit counseling is a service where you can receive advice about your current financial situation and discuss ways to improve your financial future.
Financial Consultant: Financial consultants are professionals who work counseling clients in the use and management of their money, investment options and asset relocation.
Financial Planner: Financial planners determine how their clients can meet lifelong financial goals through management of resources. They examine the financial history-past and current-of their client's assets and suggest exactly what steps the client needs to take in the future to meet her goals.
Financial Writer:
Insurance Agent: Sells insurance policies to customers.
Insurance Sales Person: Sells insurance policies to customers.
Investment Analyst: They determine the value of the current investment, create advice reports, and research new investments.
Mortgage Banker:
Real Estate Sales Person:
Stock Analyst: A stock analysts is a person—typically employed by a large bank, investment firm or analysis company—who devotes his/her life to learning and making predictions about a company and its future performance.